BFC

Bedel Financial Consulting Portfolio holdings

AUM $783M
1-Year Est. Return 4.84%
This Quarter Est. Return
1 Year Est. Return
+4.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$189K
3
+$104K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$103K
5
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$86K

Top Sells

1
+$412K
2
+$360K
3
+$72.8K
4
CELG
Celgene Corp
CELG
+$49.7K
5
OXY icon
Occidental Petroleum
OXY
+$47.5K

Sector Composition

1 Healthcare 29.14%
2 Technology 8.95%
3 Financials 8.54%
4 Consumer Staples 5.44%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$53K 0.03%
445
-30
277
$52K 0.03%
1,925
278
$52K 0.03%
1,332
279
$52K 0.03%
1,024
280
$52K 0.03%
515
281
$52K 0.03%
890
282
$51K 0.03%
1,485
+285
283
$51K 0.03%
1,247
284
$51K 0.03%
1,479
285
$50K 0.03%
1,325
286
$50K 0.03%
1,149
287
$49K 0.03%
2,288
-464
288
$48K 0.03%
2,523
+82
289
$47K 0.03%
1,332
290
$47K 0.03%
600
291
$46K 0.03%
187
292
$46K 0.03%
345
293
$45K 0.03%
945
294
$45K 0.03%
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295
$45K 0.03%
753
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296
$44K 0.03%
1,630
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297
$43K 0.03%
3,462
298
$43K 0.03%
1,000
299
$42K 0.03%
1,606
300
$41K 0.02%
1,448
-486
10 11
12
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